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Crystal J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Crystal Johnson is a financial advisor at Jennings & Associates Financial Advisors, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Jennings & Associates since 2021, with prior experience at LPL Financial LLC and a background at Victoria's Secret. Outside of her advisory role, she is a licensed notary and owns a home-based business, JFR LLC. Jennings & Associates Financial Advisors is an SEC-registered advisory team serving primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $208 million using a proprietary “GPS Method” that aligns client income goals with asset allocation strategies, combining fundamental, technical, and tactical analysis on an LPL Financial custodial platform.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Keith J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Keith Jennings is a financial advisor at Jennings & Associates Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, Jennings is involved in authoring a book titled GPS Journal and participates in non-investment related training activities. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for about 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm uses a proprietary “GPS Method” for investment decisions and offers discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Kristin L

Series 63, Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Miranda W

Series 63, Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Miranda Wood is a financial advisor at Jennings & Associates Financial Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Wood serves as a for-profit board member on the supervisory committee of Signet Federal Credit Union. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Logan B

Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Logan Brown is a financial advisor at Jennings & Associates Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McDonald's and Thoroughbred Research Group. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers services such as discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Dalton C

Series 63, Series 65

Paducah, KY

MRA Advisory Group

Dalton Chandler II is a financial advisor at MRA Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Chandler has been with MRA Advisory Group since 2017. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers investment solutions including Biblically Responsible Investing, alternative investments, and private equity for eligible clients.

General retirement planning Retirement income strategy Life insurance needs analysis
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Nicholas P

Series 65, Series 63

Paducah, KY

Highpoint Planning Partners

Nicholas Poe is a financial advisor with Highpoint Planning Partners in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked with Keystone Financial Group, LPL Financial, and Jennings & Associates Financial Advisors. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management and comprehensive financial planning. The firm employs fundamental analysis and a wide range of investment vehicles, utilizing third-party and LPL-sponsored platforms to deliver tailored advisory services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Cory S

Series 63, Series 65

Paducah, KY

ON Investment Management CO

Cory Samsil is a financial advisor with ON Investment Management Company and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including long-term roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside finance, he is a partner in an insurance sales business and president of a steel fabrication company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses through financial planning and portfolio management. The firm offers a range of advisory services and access to third-party investment programs, operating within a dual-registration model that combines advisory and broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Matthew M

Series 66

Paducah, KY

Truist Advisory Services

Matthew Moore is a financial advisor with Truist Advisory Services in Paducah, KY, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for nine years before joining Truist in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Brandon M

CFP®, Series 63, Series 65

Paducah, KY

AE Wealth Management, LLC

Brandon Morgan is a Certified Financial Planner (CFP®) with over 21 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Virtue Capital Management, Horter Investment Management, and the American Financial Education Alliance. Morgan serves on the boards of the Community Foundation of Western Kentucky and the FACE Foundation, where he is involved in education and humanitarian relief efforts. He is also president of Bradshaw & Weil Wealth Management, an insurance and financial planning agency, and is authoring a book on retirement planning for physicians. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Nancy J

Series 66, Series 63

Metropolis, IL

J. W. Cole Advisors, Inc.

Nancy Jones is a financial advisor with J.W. Cole Advisors, Inc. She holds Series 66 and Series 63 licenses and has 27 years of industry experience. Prior to joining J.W. Cole Advisors in 2023, she worked at J.W. Cole Financial, Inc. since 2010. Outside of her advisory role, Jones is co-president of the Massac County United Way and owns a children's clothing boutique, Ribbons and Beaus, LLC. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement services to individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis, model- or manager-based strategies, and incorporates digital advice and multiple custodial platforms in its client solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Ashley L

Series 66

West Paducah, KY

Empower Advisory Group

Ashley Langham is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. Prior to joining Empower in 2022, Langham worked at LPL Financial, U.S. Bancorp Investments, U.S. Bank, and Ameriprise Financial Services. Before entering the financial industry, Langham was employed at Spring Mobile - AT&T from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated service model combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Verna C

Series 66

Paducah, KY

Cetera

Verna Conway is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and Jennings & Associates Financial Advisors. Outside of her advisory work, she serves as the chairperson of the board for McKendree UMC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms, featuring discretionary and non-discretionary account options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Heath B

CFP®, Series 63, Series 65

Paducah, KY

Edward Jones

Heath Bowling is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Paducah, KY, and holds the Series 63 and Series 65 licenses. Outside of his advisory role, Bowling serves on the board of the University of Kentucky Alumni Association in McCracken County, where he coordinates social, volunteer, and fundraising campaigns. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Krista T

Series 63, Series 66

Paducah, KY

Morgan Stanley

Krista Taliaferro is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She previously worked at UBS Financial Services from 1998 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Lydia M

CFP®, Series 63

Paducah, KY

Morgan Stanley

Lydia May is a Certified Financial Planner (CFP®) with 42 years of experience in the financial services industry. She has worked at UBS Financial Services for 26 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she currently practices. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

General estate planning guidance
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Logan W

CFP®, Series 65, Series 63

Paducah, KY

Cambridge Investment Research Advisors

Logan West is a CFP® with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Paducah, KY. His work history includes roles at Cambridge Investment Research, Inc. and Jeremy White CPA Family Wealth Advisor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joshua A

Series 65, Series 63

Paducah, KY

Robert Baird & Co.

Joshua Allbritten is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Baird, he worked at Chick-fil-A and Rudolph Farms and spent eight years in full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and employs various managed account strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Landon Y

Series 66

Paducah, KY

LPL Financial

Landon Young is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He has held positions at Paducah Bank & Trust, Raymond James Financial, Knight Wealth Advisors, and Fredonia Valley Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler A

Series 66

Paducah, KY

Robert Baird & Co.

Tyler Abernathy is a financial advisor at Robert W. Baird, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2023. Prior to this, he was involved with the Murray Country Club and the West Tennessee Junior Golf Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers a combination of financial planning, portfolio management, and advisory services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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